中文翻译
你刚才是不是直接跳过了整篇帖子？ 网络捕获能力和面向大众市场的零售分销网络才是 $HIMS 的护城河，而不是他们销售的药丸。 而且这条护城河非常深厚。对于潜在的变现流而言，这一点怎么强调都不为过。 例如 $HOOD 通过交叉销售新产品。 $HIMS 确实是首个在医疗领域达到这种规模的直接面向消费者(DTC)的企业。就像 $HOOD 在18美元时一样，总会有看空的情况。 $HIMS 的上行空间显而易见，且他们主要的监管问题已于上周五解决。 现在的关键在于他们能否找到新的变现途径。
· 个股论点
HIMS的DTC分销网络是核心护城河，监管风险已解除，上行空间明确。
英文原文
Did you just skip over the entire post? Network capture and retail distribution network at masses is $HIMS moat, not the pills they sell. And that moat is massive. This cannot be understated for latent monetization streams. eg. $HOOD with cross-selling new products. $HIMS is genuinely the first of its kind to reach this sort of scale DTC for healthcare. And there's always going to be bear cases like with $HOOD with $18. The upside is clearly there with $HIMS and all their main regulatory problems were cleared last Friday. It's more of whether or not they can figure out new monetization avenues.